Navigation:  Policies > Policy Functions > Pay Invoice/Cr Note

Click to create a receipt for the current policy (or in the case of a credit note to create a withdrawal).  You will be asked to confirm the request.

 

 

Click Ok.  Note: If no invoice has been created for the policy, one will automatically be created now.

 

The Transaction Detail - Receipts window will open and the Accounts Receivable Detail Tab will default to open with the policy selected for payment. Proceed to fill in the screen, and change the status to Ready for Printing. Click Save.

 

Note: "Payment Method" will default to Credit Card.

 

 

Another Document Template Selector will open with the Receipt Document selected. Remember to ensure the appropriate Output Format is selected: i.e. Word or PDF.

 

 

Once you are happy with the selected document/s, choose an output type and click OK. You can now send the Invoice and Receipt to your Client. To do so, click the Communications Tab in the Finance area, or use your History button to go back to the policy. Both these Financial Documents are available from the Communications Tab in your policy so you can send them with the Policy Documents.